Compute total return with dividends reinvested, annualized return plus a summary of profitable and unprofitable returns for any stock, exchange-traded fund (ETF) and mutual fund listed on a major U.S. stock exchange and supported by Alpha Vantage.Some stocks traded on non-U.S. exchanges are also supported. Bankrate has answers. The Easy Compound Share Market Calculator that shows what your investment would be worth at the end of the period. Further, the last year selected is always the base year from where the inflation calculation starts. A chart drawn on a logarithmic scale, it gives a more accurate visual indication of relative performance. We know what the dollar was able to buy in 2018. For example, knowing 60/40 portfolio historical returns, helps you to estimate whether you’ll meet your financial goals, or not. Other factors, such as our own proprietary website rules and whether a product is offered in your area or at your self-selected credit score range can also impact how and where products appear on this site. Several people have asked about this, and I would like to add an option to include them. 3 steps to view total provisional/legacy returns of FTSE Russell's U.S. equity indexes : Choose indexes Select one or more indexes. Our editorial team does not receive direct compensation from our advertisers. Official returns: Provisional/legacy returns Steps: Return type. This chart uses a logarithmic scale, and it gives the investor a much more accurate representation of the investment return. If you want to learn more about charting using a logarithmic scale, see Naomi Robbins' column on forbes.com, When Should I Use Logarithmic Scales in My Charts and Graphs? That’s a good idea, Jennifer. S&P 500 Return Calculator - Robert Shiller Long-term Stock Data. We value your trust. He was a national energy writer at The Associated Press from 2008 to 2012. However, I have not been able to find a (free) source for the data I need. Bankrate’s editorial team writes on behalf of YOU – the reader. Use this calculator to compute the total return, annualized return plus a summary of winning (profitable) and losing (unprofitable) buy and sell combinations using S&P 500 inflation-adjusted monthly price data from Yale University economist Robert Shiller.Monthly prices are from January 1905 through the present. Investment Returns Meeting your long-term investment goal is dependent on a number of factors. Compare up to 10 tickers Up to 20 years worth of data. Historical Return Calculator for Index Funds, Index Fund Portfolios. It pays a fixed interest rate for a specified amount of time, giving an easy-to-determine rate of return and investment length. In U.S., most banks are insured by Federal Deposit Insurance Corporation (FDIC), a U.S. government agency. When Should I Use Logarithmic Scales in My Charts and Graphs? Choose to adjust for dividend reinvestment (note: no fees or taxes) and inflation. In fact, we can look at history and see that not investing should make us more scared than investing. Before that, he covered a variety of subjects at AP, including state and federal courts, legislatures, immigration, sports, and arts and culture in Phoenix, Richmond, Va., and Roanoke, Va.